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Our articles - Views and Analysis

Discover what our investment experts are thinking, doing and saying.

Author
Charles WALSH

Equities

Headwinds become tailwinds

  • Equities
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible Bonds

Prepare for landing

  • Convertible Bonds
  • Views and Analysis
Author
Andrew LAKE

Fixed Income

Will fundamentals replace data as the market driving force?

  • Fixed Income
  • Views and Analysis
Author
Anu NARULA

Equities

Fallen leaders positioned to rise

  • Equities
  • Views and Analysis
Author
Andrew LAKE

Fixed Income

Stagflation: View from the fixed income desk

  • Fixed Income
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible Bonds

“Paid to wait”: The new paradigm in convertible bonds

  • Convertible Bonds
  • Views and Analysis
Author
Fatima LUIS

Fixed Income

Rethinking the role of investment grade corporates

  • Fixed Income
  • Views and Analysis
Author
Daniel MORENO

Fixed Income

EM debt: Why it’s time to de-diversify

  • Fixed Income
  • Views and Analysis
Author
Al CATTERMOLE

Fixed Income

If the UK were a high yield bond, how would it rank?

  • Fixed Income
  • Views and Analysis
Author
Andrew LAKE

Fixed Income

Positioning for the turning point

  • Fixed Income
  • Views and Analysis
Author
Charles WALSH

Equities

Brazil beyond politics: 3 equity market drivers

  • Equities
  • Views and Analysis
Author
Hywel FRANKLIN

Equities

European innovators shape their own destiny

  • Equities
  • Views and Analysis
Author
Daniel MORENO

Fixed Income

Extraordinary times in EM debt

  • Fixed Income
  • Views and Analysis
Author
Nicolas CRÉMIEUX

Convertible Bonds

Convertibles approach optimal convexity

  • Convertible Bonds
  • Views and Analysis
Author
Andrew LAKE

Fixed Income

Fixed income is looking cheap – but where to buy? View from the fixed income desk

  • Fixed Income
  • Views and Analysis
Author
John KISENYI, CFA

Equities

Too big to fail? Don’t overlook anti-trust

  • Equities
  • Views and Analysis
Author
Andrew LAKE

Fixed Income

War, what is it good for? View from the fixed income desk

  • Views and Analysis
  • Fixed Income
Author
Thomas JÄGER

Swiss Equities Small and Mid Cap Strategy – July 2022 – Outlook

  • Views and Analysis
Author
Andrew LAKE

Who's afraid of Big Bad Inflation? View from the fixed income desk

  • Views and Analysis
  • Fixed Income
Author
Andrew LAKE

Fixed Income

The tectonic tussle: View from the fixed income desk

  • Fixed Income
  • Views and Analysis
Author
Thomas JÄGER

Equities

Growth now reasonably priced: Our views on positioning for Swiss Small and Mid-cap...

  • Equities
  • Views and Analysis
Author
Charles WALSH

Equities

The opportunities in Asia

  • Equities
  • Views and Analysis
Author
Andrew LAKE

Fixed Income

A hurricane or a storm in a teacup? View from the fixed income desk

  • Views and Analysis
  • Fixed Income
External link

Equities

Mirabaud equity theme – Platform companies

  • Equities
  • Views and Analysis
Author
Andrew LAKE

In a range, which way do we go?

  • Views and Analysis
  • Fixed Income
Author
Hywel FRANKLIN

Why European small and-mid cap matters

  • Views and Analysis
External link

Equities

Global emerging markets themes

  • Equities
  • Views and Analysis
External link

Equities

Mirabaud equity theme – Millennial consumers

  • Equities
  • Views and Analysis
Author
Paul MIDDLETON

Equities

Meet the manager: Paul Middleton, Global equity portfolio manager

  • Equities
  • Views and Analysis
  • Videos
Author
Andrew LAKE

Fixed Income

All eyes on recession risks

  • Views and Analysis
  • Fixed Income
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